From this year the stock market performance of the car , the more obvious differentiation , some car parts and price performance of companies involved in new energy vehicles is significantly better than the general passenger car and commercial vehicle manufacturing company stock , whether this is because as the city car ownership increase in the future only the new energy vehicles have relatively large space ?

Well , according to David drag link noted , new energy actually began last year has been a catalyst and investment themes throughout the automotive sector performance , has been interspersed in the market , but this year, mainly driven by specific factors or market performance of listed companies.

In 2011 , in 2012 the industry in a relatively low production capacity in accordance with the rhythm of the release , the 2013 to 2014 phase of this round should be a rapid development cycle , but there are different characteristics of each cycle of each cycle , such as this a period in which new energy vehicles , smart car also played a strong role in promoting , but the most fundamental thing is this a production release cycle has been going on. I judge the second half of the enterprise 's production capacity rates may return to a more reasonable level , future corporate earnings might slow down.

Smart car for the entire automotive industry is both an opportunity and a challenge. Opportunity to say , mainly because it provides new opportunities for growth and outperform competitors for the entire industry , the opportunity to re-establish a competitive advantage . The challenge for the automotive industry, mainly because it is a new field , not just the car companies themselves , including those related to emerging companies , Internet companies , telecommunications companies , and this will get involved . Car of the future may not only transport , but a large intelligent terminal , and therefore the future of the industry competition may be a fundamental subversion, some companies may lose their ability to survive . If the new energy vehicles, is still the leading automotive companies to the words , the future of the traditional car manufacturers smart car does not have absolute advantage.

      National energy strategy for the new car significantly enhance the degree of attention , the listed company active layout in pure electric car market. But the new energy automotive industry chain of listed companies a quarterly view, as a pure electric vehicle market has not really started, most far not reached the performance of listed companies release period . Well , according to David drag link understood performance differentiation based on data provided by the Automobile Association , the first two months of this year , energy-saving and new energy vehicle production rose 9.2% to 5,027 units, of which pure electric car production rose 27% to 2,665 units. Although the new energy vehicle production increased, but the industry chain-related performance of listed companies significant differentiation .